Dynamic Advisor Solutions’s Lloyds Banking Group LYG Stock Holding History

Dynamic Advisor Solutions’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Buy	39,732 +25,476	+179%	+$153K	0.01%	944
2026 Q2	$83.1K	Buy	14,256 +3,835	+37%	+$20.8K	﹤0.01%	1033
2026 Q1	$52.4K	Sell	10,421 -312	-3%	-$1.71K	﹤0.01%	954
2025 Q4	$56.9K	Buy	+10,733	New	+$52K	﹤0.01%	925
2025 Q2	–	Sell	-11,563	Closed	-$44.2K	–	916
2025 Q1	$44.2K	Buy	11,563 +527	+5%	+$1.74K	﹤0.01%	839
2024 Q4	$30K	Sell	11,036 -86,222	-89%	-$246K	﹤0.01%	647
2024 Q3	$303K	Buy	97,258 +4,337	+5%	+$13K	0.01%	746
2024 Q2	$254K	Buy	92,921 +25,280	+37%	+$67.8K	0.01%	817
2024 Q1	$175K	Buy	67,641 +241	+0.4%	+$553	0.01%	877
2023 Q4	$160K	Buy	67,400 +1,650	+3%	+$3.53K	0.01%	851
2023 Q3	$140K	Buy	+65,750	New	+$143K	0.01%	796
2022 Q3	–	Sell	-12,997	Closed	-$27K	–	724
2022 Q2	$27K	Buy	+12,997	New	+$28.7K	﹤0.01%	692

Other funds holding LYG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Dynamic Advisor Solutions's LYG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Lloyds Banking Group (LYG) stake by 179% in Q3 2026, buying an estimated $153K and bringing the position to 39,732 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #944.

Dynamic Advisor Solutions first reported a position in LYG in Q2 2022 and has held it in 12 quarters since. The position peaked at $303K in Q3 2024. 96 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Dynamic Advisor Solutions held 39,732 shares of Lloyds Banking Group worth $224K as of Q3 2026.
Dynamic Advisor Solutions bought 25,476 Lloyds Banking Group shares in Q3 2026, an estimated $153K.
Lloyds Banking Group made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #944 holding.
Dynamic Advisor Solutions first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 12 quarters since.
Dynamic Advisor Solutions's Lloyds Banking Group position peaked at $303K in Q3 2024.
96 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.